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Pullen Investment Management’s HCW Biologics HCWB Stock Holding History

Pullen Investment Management’s Portfolio HCWB Stock Details HCWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-313
Closed -$21.2K – 102
2025
Q1 		$21.2K Hold
313
– – 0.01% 104
2024
Q4 		$33.5K Hold
313
– – 0.02% 103
2024
Q3 		$40.5K Sell
313
-42
-12% -$5.72K 0.03% 100
2024
Q2 		$55.1K Hold
355
– – 0.05% 99
2024
Q1 		$149K Buy
+355
New +$113K 0.13% 97

Other funds holding HCWB

GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Pullen Investment Management's HCWB Position: Q2 2025 in Review

Pullen Investment Management sold out of HCW Biologics (HCWB) in Q2 2025, closing a stake of 313 shares — an estimated $21.2K sold.

Pullen Investment Management first reported a position in HCWB in Q1 2024 and held it in 5 quarters. The position peaked at $149K in Q1 2024. 8 funds tracked by Wall St. Rank hold HCWB as of Q2 2025.

  • Pullen Investment Management reported no remaining HCW Biologics position as of Q2 2025 after selling out during the quarter.
  • Pullen Investment Management sold 313 HCW Biologics shares in Q2 2025, an estimated $21.2K.
  • Pullen Investment Management first reported a position in HCW Biologics in Q1 2024 and held it in 5 quarters.
  • Pullen Investment Management's HCW Biologics position peaked at $149K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held HCW Biologics as of Q2 2025.

Based on Pullen Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.